Tasks open in a side panel (on smaller screens it may appear as a bottom drawer). The panel title changes depending on whether you are creating a task, editing a task, or viewing a task without edit permission.Documentation Index
Fetch the complete documentation index at: https://anyschool.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
What this screen is for
- Create a new task quickly from the workspace task list (or other linked entry points).
- Update task details, assignment, and excursion links.
- Review task history, comments, and documents when viewing an existing task.
What you can see (create / edit)
- Title text field.
- Description rich text editor (optional).
- Status selector with icon labels.
- Priority selector with icon labels.
- Due date date picker. Due dates are date-only (no time of day). You can clear a selected due date.
- Assigned user selector — a searchable combobox that lists workspace staff with their name, avatar, and email. Type to filter by name or email, and select Unassigned to leave the task without an owner.
- Excursion role selector, including a No role option.
- Linked excursion selector, including No linked excursion.
- If the task is linked to excursion risk controls, an Originating controls list may show links back to the relevant excursion risk area.
- For existing tasks, an Activity section summarises recent changes.
- For existing tasks, tabs for Comments and Documents.
- Footer actions Cancel and Save changes (or Create task when creating), when you have edit permission.
What you can see (read-only)
If you open a task without permission to edit it, you may see a read-only notice explaining you can view but not change the task. Editing controls are disabled and the save footer actions are not shown.Common actions
Save a task
Choose Save changes (or Create task) to store updates. A success message confirms the save.Cancel changes
Choose Cancel to reset the form to the last loaded values and close the panel.Discuss a task
Use the Comments tab to post discussion on the task record.Attach supporting files
Use the Documents tab to upload and manage files related to the task, when available.Jump to related risk controls
If originating controls are listed, follow the link to open the related excursion in the risk management area.Empty, loading, and error states
- Field-level messages appear when a value is not valid (for example an invalid due date).
- A general error alert may appear if the task cannot be saved.
Permissions and read-only behaviour
Task editing is only available when your workspace role allows task management. If you are read-only, use the panel to review details without changing them.Tips
- Use the description for context that helps the assignee complete the work without extra messages.
- If a task is excursion-specific, link the excursion so it is easy to find later.
- Keep due dates realistic; date-only due dates are best used as day-level commitments.